ENSPIRE WEALTH MANAGEMENT, LLC
Adviser information for ENSPIRE WEALTH MANAGEMENT, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 105 | $95.9M |
| Non-Discretionary | 0 | $0 |
| Total | 105 | $95.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $7.6M |
| HNW Individuals | 23 | $81.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128678 |
|---|---|
| SEC ERA File Number | 801-128678 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325723 |
| Legal Entity Identifier | None |
Principal Office
100 LARKSPUR LANDING CIRCLELARKSPUR
CA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (707) 525-1099, Fax: None
Websites
Chief Compliance Officer
MARK LEAVITT
PRINCIPAL
3510 UNOCAL PLACE
SUITE 301
SANTA ROSA
CA
United States
Tel:
(707) 525-1099
M***@****************M
(Full email address available in API data)
Industry Affiliates
| MERITAS WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS | Domestic Entity | – | MANAGING MEMBER | 03/2023 | > 75% |
| LEAVITT, MARK, GRANVILLE | Individual | – | CCO, PRINCIPAL, TRUSTEE OF THE 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS | 03/2023 | < 5% |
| LEAVITT, RAYLENE, MARIE | Individual | – | TRUSTEE OF THE 2000 LEAVITT FAMILY REVOCABLE LIVING TRUST UA OCT 10, 2000 MARK G OR RAYLENE LEAVITT TRS | 03/2023 | < 5% |